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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,071 | $105,210-71.4% | $159,487-81.1% | $85,851-65.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 35.17% | 45.08%-9.9pp | 263.71%-228.5pp | 318.63%-283.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,566 | $5,946+27.2% | $7,354+2.9% | $3,952+91.4% |
| Admin fee / account holder | $5,098 | $6,934-26.5% | $10,804-52.8% | $6,261-18.6% |